Global Patent Index - EP 0996912 A1

EP 0996912 A1 2000-05-03 - SYSTEM FOR PROVIDING INVESTMENT ADVICE AND MANAGEMENT OF PENSION ASSETS

Title (en)

SYSTEM FOR PROVIDING INVESTMENT ADVICE AND MANAGEMENT OF PENSION ASSETS

Title (de)

SYSTEM ZUM VERSORGEN MIT INVESTMENTRATSCHLÄGEN UND MANAGEMENT VON PENSIONSANLAGEN

Title (fr)

SYSTEME DE CONSEILS EN INVESTISSEMENTS ET DE GESTION DE FONDS DE PENSION

Publication

EP 0996912 A1 (EN)

Application

EP 98935522 A

Priority

  • US 9813786 W
  • US 90041597 A

Abstract (en)

[origin: WO9905625A1] An system and method for a data processor implemented system monitor (10) for enabling individual employee participants (14) to access independent professional money management for their Benefit Plan assets adapted to separate the investment management functions and fees thereof from the participant advice function and the fees thereof. The system and method provides professional asset allocation advice services (12) to individual participants (14) of Benefit Plans for allocating their account balances in a Trust (20, 22, 24, or 26) specifically tailored to their individual risk tolerances and retirement funding needs. A worksheet (40) is used to elicit the information necessary for the investment advisor (32) to recommend the Trust (20, 22, 24, or 26) appropriate for each individual participant (14). Each Trust (20, 22, 24, 26) holds shares in a plurality of mutual funds in varying proportions.

IPC 1-7 (main, further and additional classification)

G06F 17/60

IPC 8 full level (invention and additional information)

G06Q 40/06 (2012.01); G06F 17/00 (2006.01); G06N 99/00 (2010.01); G06Q 50/26 (2012.01)

IPC 8 main group level (invention and additional information)

G06F (2006.01)

CPC (invention and additional information)

G06Q 40/06 (2013.01); G06Q 20/10 (2013.01)

Designated contracting state (EPC)

AT BE CH CY DE DK ES FI FR GB GR IE IT LI LU MC NL PT SE

EPO simple patent family

WO 9905625 A1 19990204; AU 737984 B2 20010906; AU 8475398 A 19990216; BR 9811546 A 20000822; CA 2297821 A1 19990204; CN 1271445 A 20001025; EP 0996912 A1 20000503; EP 0996912 A4 20020717; IL 134120 A 20050517; IL 134120 D0 20010430; JP 2001511566 A 20010814; RU 2213369 C2 20030927; US 6154732 A 20001128

INPADOC legal status


2005-09-14 [18D] DEEMED TO BE WITHDRAWN

- Effective date: 20050308

2004-10-13 [17Q] FIRST EXAMINATION REPORT

- Effective date: 20040827

2002-07-17 [A4] SUPPLEMENTARY SEARCH REPORT

- Effective date: 20020529

2002-07-17 [AK] DESIGNATED CONTRACTING STATES:

- Kind Code of Ref Document: A4

- Designated State(s): AT BE CH CY DE DK ES FI FR GB GR IE IT LI LU MC NL PT SE

2000-05-03 [17P] REQUEST FOR EXAMINATION FILED

- Effective date: 20000222

2000-05-03 [AK] DESIGNATED CONTRACTING STATES:

- Kind Code of Ref Document: A1

- Designated State(s): AT BE CH CY DE DK ES FI FR GB GR IE IT LI LU MC NL PT SE